Disney shocked competitors with its SVOD price

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This week's highlights: Amazon surrenders in China , AT&T has dropped NFL Network as the league re-examines rights exclusivity, Uber's IPO filing hints at a possible financial services play , and much more
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Why Disney+ will pay for itself fast

Disney finally gave details on its much-buzzed SVOD service Disney+, shocking journalists and competitors alike when it announced the service will cost just $6.99 a month or $69.99 a year.

The new platform will initially be available exclusively in the US, and is set to launch in November.

The service will be ad free, breaking with Hulu and ESPN+'s ad-supported models, and subs will be able to download all content across the Disney+ platform to their devices.

Disney+ will be both among the least expensive options in the SVOD market and the most desired in terms of its exclusive, original content.

Business Insider Intelligence's Mariel Soto Reyes has the full story.
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BRIEFING HIGHLIGHTS

Amazon surrenders in China

Amazon has told sellers that it will no longer operate its third-party marketplace or provide seller services in China. Read More →

AT&T has dropped NFL Network as the league re-examines rights exclusivity

AT&T has dropped NFL Network and NFL Red Zone channels from its fiber TV service U-verse and skinny bundle service DirecTV Now. Read More →

Uber's IPO filing hints at a possible financial services play

Ride-hailing giant Uber filed its S-1 last week as it plans to go public on the New York Stock Exchange (NYSE), shedding light on its financial performance. Read More →

Apple's new long-term India strategy is a bid to win local consumers

Apple's largest iPhone manufacturer, Foxconn, confirmed that it will begin mass production of high-end iPhones in India this year, according to Foxconn Technology Group Chairman Terry Gou. Read More →

Target is offering discounts for customers who consolidate online orders

Target is offering discounts for customers who consolidate their online orders into fewer packages. Read More →

Why Microsoft's rumored AI earbuds will struggle

The company's product would reportedly fit within its Surface lineup and could put it in competition with Apple and potentially Amazon in an increasingly active space in the market. Read More →

Healthcare data breaches are likely to climb in 2019

Globally, healthcare was racked with more cybersecurity breaches than any other industry in 2018, accounting for 25% of 750 reported incidents, per law firm BakerHostetler's latest report. Read More →

AI insurtech Lemonade nabs a $300 million investment

US-based insurtech startup Lemonade has raised $300 million in a Series D funding round led by SoftBank Group, with other participants including Allianz and General Catalyst. Read More →

Amazon is beset by false product reviews

Amazon has a problem with false product reviews, according to a report by UK consumer group Which? cited by Business Insider. Read More →

Why the Sprint and Altice USA MVNO model is one to emulate

The current cable mobile virtual network operator (MVNO) business model being deployed by Verizon for its partnerships with Comcast and Charter is, respectively, in need of an overhaul. Read More →
 
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The Omnichannel Fulfillment Report

Business Insider Intelligence examines the current trajectory of buy online, pickup in-store (BOPIS) and buy online, return in-store (BORIS) and provides strategies retailers can use to implement them. We first examine the growth that each service is expected to see in the next few years, as well as the drivers of higher adoption among both consumers and retailers. We then look at some best practices that retailers can use to develop BOPIS and BORIS offerings that will help them stand above their competitors as the services grow in popularity. Learn More →

The Evolution of the US Neobank Market

Neobanks, digital-only banks that aren't saddled by traditional banking technology and costly networks of physical branches, have been working to redefine retail banking in major markets around the world. While the US is home to some of the oldest neobanks the country's neobank ecosystem has lagged behind its European counterpart — until now. In this report, Business Insider Intelligence maps out the factors contributing to this shifting tide, examines how key players are positioning themselves to take advantage, and explores how incumbents can embark on their own digital transformations to stave off disruption. Learn More →

The Amazon Fulfillment Report

Outside of the US Postal Service (USPS), FedEx and UPS have dominated the domestic logistics industry — and in particular, the last-mile of the delivery — for decades. This report explains how the age of e-commerce is opening up cracks in UPS and FedEx's duopoly. We then outline how Amazon's logistics ambitions began as an effort to more quickly get parcels out the door and fulfill its famous 2-day shipping process and how it'll be a key building block for the company if it builds out a last-mile service. Lastly, we offer concrete steps that the firm must take to maximize the dent it makes in UPS and FedEx's duopoly. Learn More →
 
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CHARTS OF THE WEEK

Baidu speeds toward first-mover status in battle for China's massive AV market.

Baidu speeds toward first-mover status in battle for China's massive AV market.

ACH payment fraud jumped last year — and banks need to fight back as the $51.2 trillion network grows.

ACH payment fraud jumped last year — and banks need to fight back as the $51.2 trillion network grows.

VR headset makers are facing a content problem that could hurt adoption.

VR headset makers are facing a content problem that could hurt adoption.
 
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